Wally is the operating system high-performance sales teams use to track the numbers that matter, run a tight weekly rhythm, and coach every rep to hit quota — all in one calm, beautifully simple workspace.
Stop juggling spreadsheets, slide decks, Slack threads and a CRM nobody updates. Wally brings your scorecards, goals, weekly rhythm, 1:1s and accountability chart into one place — so leaders coach with context and reps know exactly what good looks like.
Live scorecards roll up from rep → team → org. No more "what's our number?" on a Friday afternoon.
1:1s come pre-loaded with each rep's KPI movement, last week's commitments, and Sales IQ-flagged coaching moments.
Quarterly Rocks cascade from leadership down to the rep level — so the whole org rows in the same direction, every week.
Define the 5–7 numbers that drive your sales floor. Wally pulls them from your CRM, dialer, or manual entry, then rolls them up automatically — so reps see their pulse, managers see the team, and leadership sees the org.
Set 3–5 Rocks per quarter, assign clear owners, and watch them cascade from leadership to the rep level. Wally tracks weekly progress automatically and flags drift before it becomes a quarterly miss.
Wally runs your weekly Pulse meeting on rails: scorecard review, Rocks check-in, customer headlines, to-do review, and an issues list — all timed, all captured, all turned into action items the next morning.
No more "what should we even talk about?" Wally pulls each rep's KPI movement, last week's commitments, and Sales IQ-flagged coaching moments into the agenda automatically — so coaches walk in prepared and reps walk out with a plan.
Replace the org chart with an Accountability Chart — every seat, every owner, every set of 5 roles. So everyone on the floor knows exactly what they own and who they go to when something breaks.
Wally Sales IQ watches every KPI, every Rock, every 1:1 — and surfaces the 3 things you actually need to act on each morning. No dashboards to dig through. Just a calm, prioritized brief.
Wally is opinionated by design. We start you with the right scorecard, the right meeting cadence, and the right coaching loop for your industry — then you tune from there.
Real estate, automotive, healthcare, finance and more — each ships with the right KPIs, benchmarks and meeting cadence baked in.
Plug in HubSpot, Salesforce, your dialer, your calendar. Wally pulls KPIs automatically — or your reps enter them in 30 seconds.
Tuesday morning, 60 minutes. Scorecards, Rocks, issues. Walk out with action items assigned and the whole floor aligned.
Your CRM stores the deals. Wally runs the team. We sit on top of your CRM and turn its data into the scorecards, meetings and 1:1s your sales floor actually runs on.
Most KPIs sync automatically from HubSpot, Salesforce, your dialer or calendar. For everything else, manual entry takes about 30 seconds per rep per day.
Real estate, automotive, healthcare, financial services, home services, SaaS sales, and more. Each industry ships with its own scorecard template and benchmark library.
Wally is built on enterprise-grade infrastructure with row-level security, encrypted-at-rest data, SSO support, and a SOC 2-ready posture.
A single afternoon for most teams. Pick your industry template, connect your stack, invite your team — you're running your first Pulse meeting next Tuesday.
14-day free trial. No credit card. Setup in an afternoon. See why high-performance sales teams are choosing Wally as their operating system.